Comments •• Views
    image image

    Responsible Horizons

    Responsible Horizons

    Insight’s Responsible Horizons strategies are specifically designed for investors seeking responsible investment outcomes.

    A leader in responsible investment and fixed income

    2006

    Founding signatory to PRI1

    >140

    Number of ESG-focused engagements in 20222

    167

    Investment professionals in Insight’s Fixed Income Group2

    >2,500

    Issuers covered by Insight’s Prime corporate ESG ratings3

    How Insight invests responsibly

    Insight’s mission is to offer investors a different approach to achieving their investment goals; one that prioritises the certainty of meeting their chosen objectives in contrast to the traditional focus on maximising return and minimising volatility.

    We believe ESG risks can introduce additional uncertainty for investment strategies. As a result, integrating ESG issues into our investment processes, and in our dialogue with issuers and other stakeholders, can in our view have the potential to help our clients achieve their desired outcomes.

    Responsible Horizons - Make investment count

    image
    Download full report
    3407 kb

     

    Stewardship code.JPG

     

    PRI-LOGO-PNG-1.png

     
    Close
    Insight was a founding signatory to the UN-supported PRI in 2006. We are committed to strive for transparency around our approach to responsible investment issues: we are a signatory to the UK Stewardship Code, the Net Zero Asset Managers initiative and the UN Global Compact, and are a supporter of the Task Force on Climate-Related Financial Disclosures (TCFD).

    The Responsible Horizons strategies build on this commitment. Our ambition for the Responsible Horizons range is to create an industry-leading range of strategies for clients that wish to place sustainability considerations at the heart of their investment allocations.

    Investors face a wide variety of terms relating to responsible investment and ESG factors, some without a standard definition. To help investors, our responsible investment glossary defines a range of key terms and initiatives.

    More details on issues related to responsible investment, including regular market insights, views from industry experts and information on Insight’s approach, are available on our responsible investment microsite.

    Responsible Horizons strategy criteria
    The Responsible Horizons strategy range aims to help investors achieve two key goals: an investment portfolio that aligns with both future financial targets and sustainability goals. Hover over each number to learn more:
    Investment approach
    We outline the investment approach common to the Responsible Horizons strategies in four simple steps:
    Overview of our responsible investment capabilities

    Insight’s extensive experience and expertise in responsible investment, in-depth data and analysis, and proactive engagement with issuers all play an integral role in the management of the Responsible Horizons strategies.

    Insight's approach to impact bonds
    In-depth data and analysis

    Prime: the ESG ratings supporting Responsible Horizons

    • Prime corporate ESG ratings: These cover over 2,5007 investment grade, high yield and emerging market issuers.
    • Prime climate risk ratings: These cover over 6,9007 companies, and rate issuers by both their physical and transition risks with regard to climate change.
    • Prime sovereign risk and impact ratings: These cover over 1207 countries’ sustainability performance, with separate ratings seeking to highlight their ESG risks and their alignment with the UN Sustainable Development Goals.

    More information on the Prime ratings is available here.

    7 As at 31 March 2022

    Prime-logo---grey-on-grey.png

    Insight's approach to impact bonds
    Proactive engagement on ESG issues

    We believe exclusions alone are not necessarily enough to pursue the best possible outcomes for investors, and this drives us to focus on engagement with issuers, which may occur through direct dialogue, group meetings, collaborative initiatives and via our counterparties.

    Three reasons for engagement with issuers

    • To manage and understand ESG risks
    • To hold issuers to account
    • To achieve positive change

    Our strategies: in depth

    Meet some of our team

    image
    Robert Sawbridge, CFA

    Head of Responsible Investment

    Close

    Robert Sawbridge, CFA

    Head of Responsible Investment

    Robert is responsible for overseeing the responsible investment programme at Insight across all asset classes and investment teams. He joined Insight in 2008 and has held numerous roles across Insight’s investment teams including solutions design, credit analysis and portfolio management. Most recently, he was the manager of our flagship Euro sustainable strategy before being appointed Head of Responsible Investment Solutions in 2020 and Head of Responsible Investment in 2022. Robert graduated with a BA (Hons) in Modern History from Oxford University and a Post-Graduate Diploma in Accounting and Finance from the London School of Economics. He also holds the Investment Management Certificate from the CFA Society of the UK and is a CFA charterholder.

    image
    David McNeil

    Head of Responsible Investment Research and Innovation

    Close

    David McNeil

    Head of Responsible Investment Research and Innovation

    David joined the Responsible Investment Team within the Fixed Income Group in August 2022, responsible for leading Insight’s responsible investment research activities. David joined from Fitch, where he was Head of Climate Risk. Before this, he held various sustainability consulting/investment analysis roles with S&P Trucost and ICF International. David holds an MA (Hons) in Central and East European Studies from University of Glasgow and an MSc in Ecological Economics from University of Edinburgh.

    image
    Fabien Collado, CFA

    ESG Portfolio Manager

    Close

    Fabien Collado, CFA

    ESG Portfolio Manager

    Fabien joined Insight’s Fixed Income Group in August 2021, as an ESG Portfolio Manager. Prior to joining Insight, he spent almost 12 years at AXA Investment Managers, initially as a portfolio engineer. He was then an active fixed income fund manager focussing on euro credit strategies. Latterly, he was a global buy and maintain fund manager, with an ESG focus. Fabien graduated with a Masters degree in Finance from IÉSEG School of Management. He is also a CFA charterholder.

    image
    Adam Whiteley, CFA

    Head of Global Credit

    Close

    Adam Whiteley, CFA

    Head of Global Credit

    Adam joined Insight in September 2007 as a Credit Analyst in the Fixed Income Group before becoming a Credit Portfolio Manager at the end of 2008 and in 2022 was promoted to Head of Global Credit. He is lead manager for global and multi-sector credit strategies as well as being a core part of the team, managing global aggregate strategies. Adam graduated with a BSc (Hons) degree in Economics from Nottingham University. He holds the Investment Management Certificate from the CFA Society of the UK and is also a CFA charterholder.

    image
    Lutz Engberding, CFA

    Portfolio Manager

    Close

    Lutz Engberding, CFA

    Portfolio Manager

    Lutz joined Insight in 2011. He worked as a Fixed Income Product Specialist before joining the European Fixed Income Team in February 2017. Lutz began his career in 2008 as an analyst at Merrill Lynch working in the fixed income department. He holds an MA in Economics from Homerton College, Cambridge and is a CFA charterholder.

    image
    Simon Cooke, CFA

    Portfolio Manager, Emerging Market Fixed Income

    Close

    Simon Cooke, CFA

    Portfolio Manager, Emerging Market Fixed Income

    Simon is an emerging market corporate debt Portfolio Manager in the Emerging Market Debt Team, with a particular focus on responsible investment and high yield.  He is lead portfolio manager for Insight’s environmental, social and governance (ESG) strategies in emerging markets and global high yield, and a portfolio manager on other emerging market corporate strategies. Simon joined Insight Investment in 2011 as a Credit Analyst, spending six years covering high yield and emerging markets before moving to the Emerging Market Debt Team in 2017. He began his career in audit and corporate finance at Grant Thornton. Simon holds a BA in history from Durham University, is a Chartered Accountant and CFA charterholder.

    image
    Carly Thomas

    ESG Investment Specialist

    Close

    Carly Thomas

    ESG Investment Specialist

    Carly is an ESG Investment Specialist within Insight’s Client Solutions Group, focussed on client engagement and reporting, as well as strategic responsible investment projects. She joined Insight in December 2021 from Nationwide Building Society, where she was the Senior Manager for Investor Relations and Treasury Sustainable Finance in the Treasury Team, responsible for the development and delivery of the Treasury Sustainability and Investor Relations strategies. She led the delivery of the Society’s inaugural Sustainability Report in 2019, whilst influencing the Board to sign up to various ESG charters. Carly was responsible for all credit and ESG investor engagement, as well as the relationships with ESG rating agencies, achieving multiple upgrades over the years. Carly graduated from the University of Birmingham with a BSc in Chemistry in 2015.

    image
    Rhona Cormack

    Senior Stewardship Analyst

    Close

    Rhona Cormack

    Senior Stewardship Analyst

    Rhona joined the Responsible Investment Team within the Fixed Income Group in November 2021, responsible for leading Insight’s ESG engagement activities. Prior to Insight, Rhona was a Manager in the Climate Change and Sustainability Services at EY and, before this, an Environmental Scientist at RPS, providing sustainability and energy consultancy to their customers. Rhona holds an MSc in Sustainability and a BA in Geography from the University of Leeds. She also holds the Certificate in ESG Investing from the CFA Institute and the ISO 14001 Lead Auditor certification from the IEMA.

    image
    Ruth Hannigan

    Portfolio ESG Analyst

    Close

    Ruth Hannigan

    Portfolio ESG Analyst

    Ruth joined Insight’s Fixed Income Group in May 2022 as a Portfolio ESG Analyst for strategic credit portfolios. Prior to Insight, Ruth was an ESG Policy Analyst with Minerva Analytics, responsible for ESG screening, analysis, evaluation and scoring. Ruth graduated from Trinity College Dublin University with a BA in Sociology and Social Policy and an MSc in International Politics. Ruth holds the CFA Institute Certificate in ESG Investing.

    Useful links
    Back to top